Workflow triggers reference

Every workflow starts with a trigger — the event that kicks off the automation. Below is a complete reference of all available triggers, grouped by category.

Some triggers are only available on certain plans. Premium triggers are marked with a star.

Contact triggers

Trigger	Fires when	Available filters	Common use cases
Contact Created	A new contact is added (manual, import, form, API)	Source, tags, assigned user	Welcome sequence, lead notification
Contact Changed	A field value on a contact is updated	Specific field, old/new value	Re-engagement when status changes
Contact Tag Added	A tag is applied to a contact	Tag name	Segment-based nurture campaigns
Contact Tag Removed	A tag is removed from a contact	Tag name	Exit sequences, update status
Contact DND Updated	Do-Not-Disturb status changes	Channel (SMS, email, call), on/off	Compliance logging, channel switching
Birthday Reminder	Contact’s birthday field matches today	Days before	Birthday offers, greeting messages
Task Added	A task is created on a contact	Task type, assigned user	Manager notifications
Task Completed	A task is marked complete	Task type	Follow-up sequences
Note Added	A note is added to a contact record	User who added	Internal alerts
Custom Date Reminder	A custom date field matches a relative date	Days before/after, field name	Renewal reminders, anniversary outreach

Appointment triggers

Trigger	Fires when	Available filters	Common use cases
Appointment Booked	A new appointment is scheduled	Calendar, calendar group, user	Confirmation messages, prep tasks
Appointment Rescheduled	An appointment time is changed	Calendar	Updated reminders
Appointment Cancelled	An appointment is cancelled	Calendar, cancellation reason	Win-back sequences
Appointment No-Show	Contact marked as no-show	Calendar	Re-booking campaigns
Appointment Reminder	A set time before the appointment	Minutes/hours before	Reminder SMS/email
Appointment Status Changed	Status changes (confirmed, showed, etc.)	New status	Status-based follow-up

Pipeline and opportunity triggers

Trigger	Fires when	Available filters	Common use cases
Opportunity Created	A new opportunity is added	Pipeline, stage, source	Sales team notification
Opportunity Stage Changed	An opportunity moves to a different stage	Pipeline, from stage, to stage	Stage-specific tasks, notifications
Opportunity Status Changed	Status changes (open, won, lost, abandoned)	Pipeline, new status	Won/lost follow-up
Opportunity Value Changed	The monetary value is updated	Pipeline	High-value deal alerts
Opportunity Assigned	Assigned user changes	Pipeline, new user	User-specific onboarding
Stale Opportunity	No activity for a set number of days	Pipeline, days stale	Re-engagement nudges

Payment triggers

Trigger	Fires when	Available filters	Common use cases
Invoice Created	A new invoice is generated	Amount range	Internal logging
Invoice Sent	An invoice is sent to the contact	—	Follow-up reminders
Invoice Paid	Payment is received on an invoice	Amount, product	Thank-you messages, fulfillment
Invoice Overdue	Invoice passes its due date	Days overdue	Payment reminders
Payment Received	Any payment is processed	Amount, source	Receipts, onboarding
Subscription Created	A recurring subscription begins	Product	Welcome drip
Subscription Cancelled	A subscription is cancelled	Product	Win-back campaign
Order Placed	An order is submitted	Product, amount	Fulfillment workflow
Order Form Submission	An order form is completed	Form name	Upsell sequences

Form and survey triggers

Trigger	Fires when	Available filters	Common use cases
Form Submitted	A form is filled out and submitted	Form name	Lead capture follow-up
Survey Submitted	A survey response is submitted	Survey name	Feedback-based routing
Quiz Completed	A quiz is finished	Quiz name, score range	Score-based segmentation
Order Form Submitted	An order form with payment is submitted	Form name	Purchase confirmation

Communication triggers

Trigger	Fires when	Available filters	Common use cases
Call Status Changed	A call ends with a specific status	Status (completed, busy, no-answer, voicemail)	Missed call text-back
SMS Received	An inbound SMS is received	Contains keyword, phone number	Keyword opt-in, auto-reply
Email Opened	A contact opens an email	Email campaign	Engagement scoring
Email Clicked	A contact clicks a link in an email	Link URL, campaign	Interest-based follow-up
Email Replied	A contact replies to an email	—	Sales notification
Email Bounced	An email hard/soft bounces	Bounce type	List cleanup
Email Unsubscribed	A contact unsubscribes	—	Compliance logging
Facebook Message Received	A message arrives via Facebook	Page	Social lead capture
Instagram Message Received	A message arrives via Instagram DM	—	Social engagement
Google Business Message Received	A GBP message is received	—	Local lead follow-up
Live Chat Message	A webchat message is received	Widget	Chat-to-SMS handoff
WhatsApp Message Received	An inbound WhatsApp message arrives	—	WhatsApp nurture
Voicemail Received	A voicemail is left	Phone number	Voicemail follow-up

Membership and course triggers

Trigger	Fires when	Available filters	Common use cases
Course Started	A student begins a course	Course name	Welcome message
Lesson Completed	A student finishes a lesson	Course, lesson	Progress encouragement
Course Completed	A student finishes all lessons	Course name	Certificate delivery
Membership Granted	Access is given to a membership	Offer	Onboarding drip
Membership Revoked	Access is removed	Offer	Win-back
Community Post Created	A member posts in a community	Group	Moderation alerts

Custom and advanced triggers

Trigger	Fires when	Available filters	Common use cases
Trigger Link Clicked	A contact clicks a trigger link	Link name	Click-based branching
Manual Action Completed	A user completes a manual action step	Action name	Human-in-the-loop workflows
Inbound Webhook	An external system sends data to the webhook URL	—	Third-party integrations
Customer Replied	A contact replies via any channel	Channel type	Conversation routing
Contact Engagement Score	Score crosses a threshold	Above/below, score value	Hot lead alerts
Custom Field Changed	A specific custom field is updated	Field name, new value	Data-driven automation
Recurring Date	Fires on a schedule (daily, weekly, monthly)	Day/time	Recurring tasks, reminders

Tips for choosing triggers

Use specific triggers over broad ones

Instead of triggering on “Contact Changed” for everything, use purpose-built triggers like “Opportunity Stage Changed” or “Tag Added” — they give you better filters and fewer false fires.

Combine triggers with filters

Most triggers let you filter by specific values. Always set filters so your workflow only runs for the right contacts — for example, filtering “Form Submitted” to a specific form.

Watch for duplicate enrollments

By default, a contact can only be enrolled in a workflow once. If you need re-enrollment, enable it in the workflow’s enrollment settings. See Enrollment settings.

Workflow Builder

Triggers

Actions

Logic & Flow

Integrations

Management

Contact triggers

Appointment triggers

Pipeline and opportunity triggers

Payment triggers

Form and survey triggers

Communication triggers

Membership and course triggers

Custom and advanced triggers

Tips for choosing triggers

​Contact triggers

​Appointment triggers

​Pipeline and opportunity triggers

​Payment triggers

​Form and survey triggers

​Communication triggers

​Membership and course triggers

​Custom and advanced triggers

​Tips for choosing triggers

Contact triggers

Appointment triggers

Pipeline and opportunity triggers

Payment triggers

Form and survey triggers

Communication triggers

Membership and course triggers

Custom and advanced triggers

Tips for choosing triggers